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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,220 | $133,998-97.6% | $112,263-97.1% | $134,545-97.6% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $747 | $4,040-81.5% | $3,636-79.4% | $4,742-84.2% |
| Participant deferral / active EE | $1,728 | $5,292-67.3% | $4,729-63.5% | $6,401-73.0% |
| Admin fee / account holder | $15 | $7,493-99.8% | $6,410-99.8% | $11,431-99.9% |